Meeting Length & Location: 30 minutes over Zoom

What To Expect At It: A one-on-one conversation with a Social Security expert, getting to know you better, gathering important information, and discussing your Social Security

What To Bring To It: Just yourself!

What To Send In Before The Meeting: The most important thing is you set up the meeting and show up. Nothing is required to send in beforehand, but if you would like to get a head start on the process there is an email that will breakdown some documents our team will need shortly after meeting so we can help get you your best claiming strategy..

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